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Since 2023, on the heels of the first interest rate increases in 15 years, real estate has struggled to get its footing. Sure, there have been success stories: funds have been raised and transactions have still occurred, albeit both have been a tough slog. Average fundraising times are longer, and the bid-ask spread between buyers and sellers remains wide. Our spring and fall meetings of the Editorial Advisory Board for Institutional Real Estate Americas are annual occurrences, giving us a good pulse on general themes and sentiment year over year.

Sabey Corp. and National Real Estate Advisors have announced that Ares Secondaries funds have expanded their investment in Sabey Data Center Properties (SDCP), an owner, developer and operator of data centers across the United States. The additional commitment builds on Ares’ minority equity investment in SDCP announced in July 2026, bringing the total investment to more than $500 million.

Baby Boomers and members of the Silent Generation are expected to release 13.9 million homes over the next decade, increasing housing supply but providing relatively little relief for first-time buyers, according to new research from Realtor.com.

Gaw Capital plans to list a new real estate private debt fund on the Hong Kong Stock Exchange, according to Reuters, citing a draft listing document.

DWS has agreed to acquire 100 percent of Peakside Capital Advisors AG, expanding its European real estate investment capabilities.

Mnzil, The Development Group and Capital Partners have launched a real estate fund.

Slate Asset Management and One Investment Management have agreed to acquire eight grocery-anchored retail parks in Norway.

Walker & Dunlop has arranged $630.6 million in fixed-rate Fannie Mae loans to refinance nine multifamily properties owned by IMT Capital across six states.

Hines has announced a series of leadership changes, including the appointment of Adam Hines as co-CEO alongside Laura Hines-Pierce, effective Jan. 1, 2027.

Azora has reached the final close of Azora Southern Europe Opportunities III with €1.6 billion ($1.79 billion) in commitments.

Tishman Speyer has completed a second close of its Korea Living Venture, securing $75 million from a German pension fund and bringing total equity commitments to $395 million.

The next phase of alternative real estate investing to be driven more by asset selection and execution than by broad sector exposure, according to a new paper by Mike Gordon, global CIO of real estate, at Harrison Street Asset Management.

IHP Capital Partners has entered into an agreement to acquire 1,458 acres in Brazoria County, Texas, for the development of Peachtree, a new large-scale master-planned residential community located near the cities of Alvin and Liverpool.

The LŌ-GOI Group has established LŌ-GOI Vietnam Core Mandate 2, a new logistics and industrial real estate venture formed with three institutional investors from Asia.

Senior housing occupancy surpassed 90 percent in third quarter 2026, according to the National Investment Center for Seniors Housing & Care (NIC), using data analyzed from NIC MAP.

Catella Investment Management (CIM), Catella Investment Management Benelux (CIMB) and alternative investment fund manager platform Catella Real Estate AG (CREAG) have completed the sale of a large asset portfolio to an affiliate of Lone Star Funds on behalf of the fixed-term institutional fund Panta Rhei Dutch Residential, marking the planned termination of the fund.

Partners Group and Empira Group, a vertically integrated real estate investment manager and a company of Partners Group, have announced the launch of the Empira Pan-European Living Strategy, a new closed-end real estate strategy targeting €1 billion ($1.12 billion) in equity commitments.

Landsec has exchanged contracts to acquire a 100 percent stake in Metrocentre in Gateshead, England, from Tynehawk Holdings (Jersey) Ltd. for £516 million ($694 million).

BGO has acquired a 100 percent leased, 11-property portfolio of class A ambulatory surgery centers totaling approximately 223,000 square feet across nine U.S. markets on behalf of BGO’s U.S. Core Strategy.

Phillips Edison & Co. (PECO) has announced an amended and restated joint venture partnership with Northwestern Mutual, which extends the term of the venture, Grocery Retail Partners I, by 10 years to 2036.